Client Support Specialist - Financial Services

Become an integral part of the Elite Wealth Management team as a Client Support Specialist. Focus on ensuring outstanding service while updating client records and facilitating financial communications.

In this role, you will assist the Financial Advisor by managing client interactions and supporting the financial planning process. Your attention to detail and technology proficiency will help you navigate compliance requirements and tailor financial solutions to each client’s unique needs. Establish meaningful relationships while guiding clients through their financial objectives.

Key Responsibilities:

• Maintain compliance standards for client record updates

• Confirm appointments and gather necessary documents from clients

• Assist with requests directed to the principal financial advisor

• Address administrative tasks and field client inquiries

• Prepare financial reports and personalized recommendations

Requirements:

• 3 years of relevant experience in wealth management

• Post-secondary education in a related field

• Strong command of MS 365 and technology tools

• Fluent in both English and Cantonese

• Results-oriented with a proactive mindset

Deliver meaningful financial guidance and support for clients while advancing your career in a supportive environment.
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